Latest Institutional Transactions on Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 Value E (SPYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.31K- 19.48% |
$194K - $225K
|
17.8K
$973K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.4K- 11.06% |
$877K - $1.02M
|
156K
$8.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-188K- 23.7% |
$8.49M - $9.85M
|
606K
$33.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-48.3K- 61.61% |
$2.18M - $2.53M
|
30.1K
$1.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-125- 1.69% |
$5.64K - $6.54K
|
7.28K
$398K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-26.8K- 4.9% |
$1.21M - $1.4M
|
520K
$28.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-114- 0.24% |
$5.14K - $5.97K
|
47.5K
$2.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-279- 5.8% |
$12.6K - $14.6K
|
4.53K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-20- 0.34% |
$902 - $1.05K
|
5.86K
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.83K- 27.47% |
$443K - $514K
|
25.9K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12K+ 3.28% |
$541K - $627K
|
378K
$20.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
80+ 29.09% |
$3.61K - $4.19K
|
355
$19.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.84K+ 25.99% |
$128K - $149K
|
13.8K
$753K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.63K- 7.37% |
$119K - $138K
|
33.1K
$1.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-401- 8.9% |
$18.1K - $21K
|
4.1K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
11+ 0.86% |
$496 - $576
|
1.29K
$70.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76+ 5.95% |
$3.43K - $3.98K
|
1.35K
$74K
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
267KNew |
$12M - $14M
|
267K
$14.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
831+ 2.89% |
$37.5K - $43.5K
|
29.6K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-312- 6.75% |
$14.1K - $16.3K
|
4.31K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-5.82K- 5.37% |
$262K - $305K
|
102K
$5.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.34K- 15.21% |
$60.4K - $70.1K
|
7.47K
$408K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
3.86KNew |
$174K - $202K
|
3.86K
$211K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
145+ 2.69% |
$6.54K - $7.59K
|
5.53K
$302K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
273K+ 3593.45% |
$12.3M - $14.3M
|
280K
$15.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.87K+ 7.24% |
$220K - $255K
|
72.2K
$3.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.11K- 3.77% |
$50K - $58K
|
28.3K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.17K+ 13.15% |
$143K - $166K
|
27.2K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
SELL
|
- |
-303- 5.53% |
$13.7K - $15.9K
|
5.17K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-105- 3.65% |
$4.74K - $5.5K
|
2.77K
$152K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
182+ 0.13% |
$8.21K - $9.53K
|
135K
$7.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-27.6K- 7.82% |
$1.24M - $1.44M
|
325K
$17.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-49- 0.83% |
$2.21K - $2.56K
|
5.89K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6+ 0.0% |
$271 - $314
|
122K
$6.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-106- 9.07% |
$4.78K - $5.55K
|
1.06K
$58.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
923+ 1.73% |
$41.6K - $48.3K
|
54.3K
$2.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-462- 10.58% |
$20.8K - $24.2K
|
3.9K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
64+ 0.31% |
$2.89K - $3.35K
|
20.7K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
122K+ 56.54% |
$5.51M - $6.4M
|
338K
$18.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
327K+ 4.11% |
$14.7M - $17.1M
|
8.27M
$452M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-4.41K- 20.69% |
$199K - $231K
|
16.9K
$923K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.18K- 1.85% |
$53.1K - $61.7K
|
62.5K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
927+ 19.09% |
$41.8K - $48.5K
|
5.78K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.06K- 2.45% |
$48K - $55.6K
|
42.2K
$2.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-396- 2.62% |
$17.9K - $20.7K
|
14.7K
$805K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-5.83K- 1.31% |
$263K - $305K
|
439K
$24M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
15.6K+ 9.6% |
$704K - $817K
|
178K
$9.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.41K- 18.51% |
$109K - $126K
|
10.6K
$581K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
19+ 0.22% |
$857 - $994
|
8.59K
$469K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.69K+ 86.33% |
$257K - $298K
|
12.3K
$671K
|